PS
Principal Securities’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.99M | Buy |
36,649
+3,976
| +12% | +$1.08M | 0.19% | 104 |
|
|
2025
Q1 | $10.9M | Hold |
32,673
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $10.9M | Buy |
32,673
+5,262
| +19% | +$1.76M | 0.25% | 78 |
|
|
2024
Q3 | $7.5M | Sell |
27,411
-8,337
| -23% | -$2.28M | 0.18% | 102 |
|
|
2024
Q2 | $9.19M | Buy |
35,748
+13,831
| +63% | +$3.56M | 0.25% | 75 |
|
|
2024
Q1 | $6.6M | Buy |
21,917
+9,787
| +81% | +$2.95M | 0.21% | 95 |
|
|
2023
Q4 | $3.19M | Buy |
+12,130
| New | +$3.19M | 0.12% | 172 |
|